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    Jack Pacheco

    Research Analyst at Loop Capital Markets

    Jack Pacheco is not an equity research analyst at Loop Capital Markets; rather, he is the Executive Vice President (EVP) and Chief Operating Officer at Penguin Solutions (formerly SMART Global Holdings), where he manages corporate operations and strategy. Pacheco has executed significant transactions, including the sale of large stock positions, and has been central to the company's executive leadership, but there is no public record of him publishing research or holding analyst roles or FINRA research licenses. Earlier in his career, he rose through the ranks at Penguin Solutions and is currently an insider owner of substantial company equity, reflecting both tenure and influence in the technology solutions sector. His credentials are centered on corporate leadership and operational management rather than investment research or securities analysis.

    Jack Pacheco's questions to ARMSTRONG WORLD INDUSTRIES (AWI) leadership

    Jack Pacheco's questions to ARMSTRONG WORLD INDUSTRIES (AWI) leadership • Q1 2025

    Question

    Jack Pacheco of Loop Capital Markets inquired if the Mineral Fiber guidance includes a second price increase for the year. He also requested more detail on current bidding activity across different verticals, particularly the office market.

    Answer

    CFO Christopher Calzaretta confirmed that the guidance assumes a normal cadence of two price increases per year, with AUV growth expected to be driven more by price than mix. CEO Victor Grizzle added that while high-level bidding data softened in Q1, ground-level project bidding for ceilings remains active and steady across data centers, transportation, schools, hospitals, and office tenant improvements. He noted the company is watching for any slowdown in the discretionary portion of this activity.

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